Create a Box document research agent
Replace manual folder searching with a brief that a reader can verify against the exact files used.
Read workflow guide →
Find the files that answer a business question, cite their locations, and keep permissions and document status visible.
Example outcome
Produce a source-linked answer from governed Box content.
Agent examples
2 guides
Replace manual folder searching with a brief that a reader can verify against the exact files used.
Read workflow guide →
Draft a useful response without copying an old file or exposing a restricted document.
Read workflow guide →
Box often contains the policies, contracts, project files, and operating documents that a team is allowed to use. An agent can search a defined folder tree, compare relevant files, and prepare an answer with citations. The scope and document status matter: an archived draft should not quietly override a current controlled document.
Give the agent the business question, permitted folders, date or version requirements, and source hierarchy. Ask it to include the Box file link, title, version, and quoted or summarized section behind each conclusion. Permission failures and missing files belong in the result.
The standalone guide is useful for policy research, account preparation, project history, or evidence collection. It returns a source register alongside the answer.
Box supplies the governed evidence. Gmail supplies the question and conversational context. The combined workflow can prepare a reply that cites or links the right documents without attaching restricted material automatically. A person reviews audience, permissions, and wording before sending.
Combine plugins
Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Box as one layer in a larger agent workflow when the outcome needs more than one connected app.
Available plugin capabilities
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